Create a one-off meeting in Calendly when a contact matching specific conditions is created in Brevo

■Overview

Do you find it time-consuming to manually schedule appointments with customers managed in Brevo? Reaching out to customers who meet specific criteria can take time, from identifying the right contacts to entering their information, which may lead to delayed responses and scheduling errors. This workflow automatically creates a one-off meeting in Calendly when a contact matching the specified criteria is created in Brevo. Connect Brevo and Calendly seamlessly to streamline your scheduling process.

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■Who should use this template

• Sales professionals who manually schedule Calendly meetings based on contact information in Brevo
• Marketing professionals who want to automate outreach and scheduling for specific customer segments
• Team leaders looking to streamline their sales process by connecting Brevo and Calendly

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■Benefits of using this template

• When a contact matching the specified criteria is created in Brevo, a Calendly meeting is created automatically, reducing the time spent on manual scheduling.
• By eliminating manual data entry, this workflow helps prevent human errors such as incorrect customer information and missed meeting setups.

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■Flowbot steps

1. First, connect Brevo and Calendly to Yoom.
2. Next, select Brevo as the trigger and set the action to “When a new contact is created.”
3. Then, set up Brevo’s “Get contact” action as an operation to retrieve detailed information about the contact that triggered the workflow.
4. Next, configure the branching feature as an operation so that subsequent actions run only when specific conditions are met.
5. Next, set up the “Request action from an assignee” action as an operation to ask the assignee to schedule the meeting.
6. Next, set up Calendly’s “Create a one-off meeting” action as an operation to create a meeting using the retrieved information.
7. Finally, set up the “Send an email” action as an operation to email the meeting details.

※“Trigger”: An action that starts the flow. “Operation”: An action that processes data within the flow after the trigger runs.

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■Customization options

• With the branching feature, you can set any conditions, such as contact attributes retrieved from Brevo, to narrow down which contacts should have meetings created.
• When creating a one-off meeting in Calendly, specify the organization (organization URI) and assignee (host URI) for the meeting as needed.

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■Notes

• Connect both Brevo and Calendly to Yoom.
• You can choose a trigger interval of 5, 10, 15, 30, or 60 minutes.
• The shortest available trigger interval varies by plan.
• Branching is an operation available on the Mini plan and above. On the Free plan, the operations configured in the Flowbot will result in an error.
• Paid plans, including the Mini plan, offer a two-week free trial. During the free trial, you can use apps and features (operations) that are otherwise subject to plan restrictions.